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Daniel E Wilkes

Transamerica Retirement Advisors, LLC

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About Daniel E Wilkes

Daniel Wilkes is a financial advisor with over 13 years of experience in the industry. Daniel is currently registered with Transamerica Retirement Advisors, LLC and holds Series 63, 66, 7 and SIE licenses. Daniel has previously been registered with Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Daniel is registered in 52 states and the District of Columbia.

Firm Information

Daniel Wilkes is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Wilkes’s Registration & Firm History

CO

05/03/2021 - Present

Transamerica Retirement Advisors, LLC (Centennial CO)

CO

10/09/2013 - 10/30/2020

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

11/12/2008 - 09/11/2013

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 10/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel E Wilkes.
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